Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
-$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,119
New
Increased
Reduced
Closed

Top Buys

1
+$793M
2
+$330M
3
+$320M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$297M
5
MSFT icon
Microsoft
MSFT
+$287M

Top Sells

1
+$2.16B
2
+$766M
3
+$541M
4
NFLX icon
Netflix
NFLX
+$511M
5
CB
CHUBB CORPORATION
CB
+$488M

Sector Composition

1 Healthcare 9.06%
2 Technology 9.06%
3 Financials 8.68%
4 Communication Services 7.55%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5576
$39K ﹤0.01%
1,776
-2,852
5577
$39K ﹤0.01%
5,451
+205
5578
$39K ﹤0.01%
2,112
+1,149
5579
$39K ﹤0.01%
10,007
+9,999
5580
$39K ﹤0.01%
5,082
-51,366
5581
$39K ﹤0.01%
1,780
5582
$39K ﹤0.01%
6,660
+2,900
5583
$39K ﹤0.01%
3,200
+1,000
5584
$39K ﹤0.01%
14,544
+8,100
5585
$38K ﹤0.01%
742
+696
5586
$38K ﹤0.01%
9,177
-1,114
5587
$38K ﹤0.01%
1,829
-92,614
5588
$38K ﹤0.01%
3,007
+1,300
5589
$38K ﹤0.01%
21,535
+416
5590
$38K ﹤0.01%
2,000
-40,000
5591
$38K ﹤0.01%
18,794
-51,098
5592
$38K ﹤0.01%
2,562
-2,625
5593
$37K ﹤0.01%
204
-180
5594
$37K ﹤0.01%
851
-123
5595
$37K ﹤0.01%
562
-9,118
5596
$37K ﹤0.01%
319
5597
$37K ﹤0.01%
3,079
-212
5598
$37K ﹤0.01%
2,421
-582
5599
$37K ﹤0.01%
1,597
-251
5600
$37K ﹤0.01%
4,513
-3
222 223
224
225 226